RaboResearch - Economisch Onderzoek

Conjunctuurbeeld Engelstalige versie

Conjunctuurbeeld Frankrijk

Op basis van het teleurstellende 11K2 en het afgenomen vertrouwen in de komende maanden, hebben wij onze groeiverwachting van het BBP voor zowel 2011 als 2012 licht verlaagd. Huishoudens hebben minder geconsumeerd dan gedacht.

Conjunctuurbeeld Engelstalige versie

Conjunctuurbeeld Spanje

Terwijl zowel de binnenlandse bestedingen als de export in het tweede kwartaal van 2011 daalden wist het Spaanse BBP-volume dankzij een forse daling van de import toch een kleine plus te noteren. De economische vooruitzichten zijn onzeker.

Conjunctuurbeeld Engelstalige versie

Conjunctuurbeeld Verenigd Koninkrijk

Een serie ‘bijzondere effecten’ krijgen de schuld van de 0,2% k-o-k groei in 11K2. Wij vinden dit absurd, en vinden dat de zware bezuinigingen gezien het trage herstel na de recessie zeer slecht uitkomen.

Landenrapport

India (Country update) (Engelstalig)

India is showing very robust economic growth, even though it is easing this year compared to last year. The economy is estimated to expand by 7.9% in 2011.

Landenrapport

Kenya (Country report) (Engelstalig)

Kenya has regained a sense of political stability after the political turmoil that followed general elections in 2007. In August 2010, a new constitution was adopted in a peaceful vote. However, the run-up to new general elections at the end of 2012 poses a major threat to Kenya’s fragile stability

Landenrapport

Poland (Country report) (Engelstalig)

Economic growth is expected to be robust at around 4% this year. However, the risks of economic headwinds are rising – EU slowdown, strong Swiss franc, and fiscal consolidation.

Landenrapport

Ghana (Country report) (Engelstalig)

In a region where political stability is hard to come by, Ghana stands out. The country is one of the most stable democracies and has one of the lowest corruption rates in Sub-Saharan Africa.

Landenrapport

Mauritius (Country report) (Engelstalig)

Mauritius is a politically and socially stable island in the Indian Ocean. The government has been able to generate an average growth rate of 4%, and to lift many out of poverty since gaining independence from the UK in 1968. The stability is the biggest asset of the country.

Landenrapport

Suriname (Country Report) (Engelstalig)

In early 2011, Suriname’s government implemented a number of drastic measures, including a currency devaluation and an increase of the fuel tax. The measures are likely to improve the fiscal position of the government, which declined in the run-up to the 2010 elections.

Economisch Kwartaalbericht

The Netherlands: No surprises (Engelstalig)

While the economy still appeared to be firing on all cylinders in the first quarter of 2011, by the second quarter the increase in economic activity had stagnated all but completely. The Dutch economy grew by only 0.1% on a quarterly basis, a rate that nevertheless did not come as a surprise

Landenrapport

Uzbekistan (Country report) (Engelstalig)

Uzbekistan’s commodity driven economy has benefitted from higher commodity prices and the economic recovery in Russia. However, official figures should be interpreted with caution. Economic policies continue to support growth which is fuelling inflation.